Pathstone Family Office’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Pathstone Family Office’s Portfolio SBCF Stock Details SBCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.17M	Buy	53,122 +3,604	+7%	+$84.4K	0.01%	654
2023 Q2	$1.04M	Buy	49,518 +766	+2%	+$16.6K	0.01%	471
2023 Q1	$1.21M	Sell	48,752 -96,140	-66%	-$2.86M	0.02%	394
2022 Q4	$3.8M	Buy	144,892 +22,265	+18%	+$708K	0.03%	333
2022 Q3	$3.71M	Buy	122,627 +74,822	+157%	+$2.5M	0.03%	284
2022 Q2	$1.58M	Buy	+47,805	New	+$1.6M	0.03%	244
2019 Q2	–	Sell	-77	Closed	-$2K	–	855
2019 Q1	$2K	Buy	+77	New	+$2.16K	﹤0.01%	797

Other funds holding SBCF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pathstone Family Office's SBCF Position: Q3 2023 in Review

Pathstone Family Office increased its Seacoast Banking Corp of Florida (SBCF) stake by 7.3% in Q3 2023, buying an estimated $84.4K and bringing the position to 53,122 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #654.

Pathstone Family Office first reported a position in SBCF in Q1 2019 and has held it in 7 quarters since. The position peaked at $3.8M in Q4 2022. 218 funds tracked by Wall St. Rank hold SBCF as of Q3 2023.

Pathstone Family Office held 53,122 shares of Seacoast Banking Corp of Florida worth $1.17M as of Q3 2023.
Pathstone Family Office bought 3,604 Seacoast Banking Corp of Florida shares in Q3 2023, an estimated $84.4K.
Seacoast Banking Corp of Florida made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #654 holding.
Pathstone Family Office first reported a position in Seacoast Banking Corp of Florida in Q1 2019 and has held it in 7 quarters since.
Pathstone Family Office's Seacoast Banking Corp of Florida position peaked at $3.8M in Q4 2022.
218 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.